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Report sources

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Report sources

Report sources are predefined data sets for creating reports.

Use report sources for reports containing the same conditions, so you do
not have to define the conditions more than once. You can also use report sources to implement
the same definitions across your organization.

A report source always consists of a table and a number of conditions.
When you create a new report, you can either use a report source or select a table. Some
examples of report sources are open incidents, closed problems, and so on.

Create a report source

Create a custom set of data that you
can use to create reports. Create a report source when the data you need does not exist
in a single table. In the Report Designer and Report Builder, report sources are
called Data Sources.

Before you begin

Role required: report_admin

About this task

If you update the conditions in a report source, these conditions are automatically
propagated to all reports based on that report source.Creating report sources; using report data from fields in related tables;
using related lists.

Procedure

Navigate to Reports > Administration > Report Sources.

Click New.

Fill in the fields on the form, as appropriate.

Table 1. Report Source New record

Field

Description

Name

The name of the report source. For example,
Open incidents

Table

The table on which the report source is based. For
example, Incident
[incident].

Description

A more detailed description of what the report source
does and its purpose.

Filter

Conditions for the specific table records to include
in the report source. For example, to include open
incidents, select [State] [is]
[Active] for the Incident table.

Note:

If the report source is used for a report that
also includes OR conditions, records are only
included in the report if they match the
conditions in both the report source and the
report.

Sorting on data fields is accessible from
within reports for specific report types. For
further information, search for the Add
Sort field description in a Creating reports topic for the report type to sort data on.

To view reports based on a report source, click the Reports using
this report source related link in the report source
record.

Click Submit.

What to do next

Use the report source to create a report.

Note: While a report source is used by active reports, you cannot delete it.